AdFi
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Bradyn Ramos

Investment Adviser Representative at Convergence Financial

Overland Park, KSCRD #7580973Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bradyn Ramos is an investment adviser representative with Convergence Financial in Overland Park, KS, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas
Broker:
3 states and territories

Florida, Kansas, Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/16/2025
Series 7
General Securities Representative Examination
Passed 4/4/2025
SIE
Securities Industry Essentials Examination
Passed 2/21/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Convergence FinancialCurrent
6/11/2025 – Overland Park, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Jul 2022 – Mar 2024Prairie Village, KS
  2. Scheels Sporting Goods
    Feb 2021 – Nov 2021Overland Park, KS
  3. Student
    Mar 2015 – Nov 2021Overland Park, KS
  4. Student
    Mar 2024 – no end date reportedKansas City, MO
  5. LPL Financial LLC
    May 2024 – Mar 2025Overland Park, KS
  6. Convergence Financial
    May 2024 – Mar 2025Overland Park, KS
  7. Student
    Aug 2018 – Jul 2022Overland Park, KS
  8. LPL Financial LLC
    Jun 2025 – no end date reportedOverland Park, KS
  9. Convergence Financial
    Jun 2025 – no end date reportedOverland Park, KS
  10. Lionsgate Golf Club
    Sep 2021 – Apr 2022Overland Park, KS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Convergence Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Convergence Financial offers retirement planning, financial planning, estate planning, investment management, insurance, and annuities.

Estate Planning
Firm areas of expertise
Retirement PlanningFinancial PlanningEstate PlanningInvestment ManagementInsuranceAnnuitiesTax Advisory

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
25
Offices listed on AdvisorFinder:
11
Main office:
Columbia, MO
SEC file number:
801-116738

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Convergence Financial

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradyn Ramos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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